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Scott E. Holstein, CPA, PFS, CFP®
Wealth Management - Financial, Retirement & Estate Planning

Contact Us

301 York Road Suite 200
Warminster, PA 18974
Phone: 800-458-9330, 215-942-8640
Fax: 800-436-9399, 215-942-8646
info@prudentwm.com
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Newsletters - Past 12 Months

 

 

Retirement "IN" Sight - March 2022

Retirement "IN" Sight - February 2022

Retirement "IN" Sight - January 2022

Retirement "IN" Sight - December 2021

Retirement "IN" Sight - November 2021

Retirement "IN" Sight - October 2021

Retirement "IN" Sight - September 2021

Retirement "IN" Sight - August 2021

Retirement "IN" Sight - July 2021

Retirement "IN" Sight - June 2021

Retirement "IN" Sight - May 2021

Retirement "IN" Sight - April 2021

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

About Us

  • Our Firm
  • Our Location & Contact Information
  • Our Services
  • Our Qualifications
  • Our Planning Process
  • Market & Economic Reports
  • Online Account Access
  • Useful Links
  • Recognition, News & Awards
  • Newsletters
  • Client Letters
  • Annual Client Survey
  • Make a Phone Appointment
  • Download Our Contact Information
  • Our Privacy Policy
  • Card Disclosures
  • 5 Star wealth Manager Disclosure
  • Tell A Friend

Learning Center

  • Articles

    Educate yourself on a variety of financial topics.

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    A host of financial tools to assist you.

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  • Flipbooks

    These magazine-style flipbooks provide helpful information.

  • Glossary

    Financial terms from A to Z.

Contact Us

301 York Road Suite 200
Warminster, PA 18974
Phone: 800-458-9330, 215-942-8640
Fax: 800-436-9399, 215-942-8646
info@prudentwm.com
Map and Directions
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Securities offered through Cetera Advisor Networks LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity.

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Securities and investment advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a Broker/Dealer & Registered Investment Advisor. Certain advisory services and financial planning services offered through Vicus Capital, Inc., a federally registered investment advisor.  Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction- based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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The  Paladin Registry 5 Star Advisor ranking is based on criteria determined by the Paladin Registry, years of financial services experience, education, number of industry degrees / designations, clean compliance / regulatory record and industry licenses and registrations.  Inclusion in the Paladin Registry is not an endorsement of the advisor by the Paladin Registry, nor is it indicative of the future performance or quality of investment advice provided by the advisor.

The Five Star Wealth Management Award , issued by Five Star Professional, a third party research firm, identifies 7% of wealth managers within a local region who satisfy objective eligibility and evaluation criteria associated with providing quality services to clients.  Five Star award recipients were nominated by either their broker/dealer or peers.  Factors considered include: a minimum of five years of experience in the financial services industry, acceptance of new clients, one year and five year retention rates, number of client households, and client assets under management.

A favorable regulatory and complaint history is defined by Five Star Professional to mean that the wealth manager has not: been subject to a regulatory action that resulted in a license or registration being suspended or revoked, or payment of a fine, had more than a total of three settled or pending customer complaints filed against them (excluding dismissed complaints) with any regulatory authority or through Five Star Professional’s consumer complaint process, individually contributed to a financial settlement of a customer complaint, filed for personal bankruptcy, been convicted of a felony. 

Recognition from rating services or publications is no guarantee of future investment success.  Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results. The inclusion of a wealth manager on The Five Star Wealth Manager Award list should not be construed as an endorsement of the adviser by any client nor are they representative of any one client’s evaluation.

For more information on the Five Star Award and the research/selection methodology, please visit www.fivestarprofessional.com.

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